We are live on ! Find out more
WEC icon

WEC Energy

908 hedge funds and large institutions have $22.5B invested in WEC Energy in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 280 increasing their positions, 332 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $14.8M

17% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 72

11% more capital invested

Capital invested by funds: $20.3B → $22.5B (+$2.18B)

0% more funds holding

Funds holding: 904908 (+4)

0.31% more ownership

Funds ownership: 73.33%73.63% (+0.31%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 332

Holders
908
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
18.32%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
84
Increased
280
Reduced
332
Closed
72
Calls
$43.9M
Puts
$14.8M
Net Calls
+$29.1M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.8B -$49.2M -528,403 -1%
BlackRock
2
BlackRock
New York
$2.55B -$50.1M -537,262 -2%
MAM
3
Magellan Asset Management
Australia
$2.12B +$329M +3,530,582 +19%
State Street
4
State Street
Massachusetts
$1.65B -$44M -472,024 -3%
Deutsche Bank
5
Deutsche Bank
Germany
$716M -$5.04M -54,090 -0.7%
Wells Fargo
6
Wells Fargo
California
$712M -$19.3M -207,505 -3%
Bank of America
7
Bank of America
North Carolina
$577M +$182K +1,950 +0%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$517M +$7.6M +81,596 +2%
Northern Trust
9
Northern Trust
Illinois
$497M +$2.01M +21,598 +0.4%
JP Morgan Chase
10
JP Morgan Chase
New York
$364M +$5.15M +55,278 +1%
Legal & General Group
11
Legal & General Group
United Kingdom
$347M -$4.8M -51,541 -1%
Ameriprise
12
Ameriprise
Minnesota
$306M +$13.1M +140,694 +5%
UBS AM
13
UBS AM
Illinois
$271M +$4.87M +52,240 +2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$263M -$3.39M -36,385 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$260M +$2.67M +28,637 +1%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$255M -$2.18M -23,414 -0.9%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$250M -$2.13M -22,912 -0.9%
N
18
Nuveen
North Carolina
$249M +$3.85M +41,328 +2%
ClearBridge Investments
19
ClearBridge Investments
New York
$209M -$14.4M -154,992 -7%
Swiss National Bank
20
Swiss National Bank
Switzerland
$185M -$1.84M -19,800 -1%
Principal Financial Group
21
Principal Financial Group
Iowa
$172M -$6.38M -68,460 -4%
BG
22
Bahl & Gaynor
Ohio
$164M -$17.5M -188,157 -10%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$162M +$18.2M +195,376 +13%
Goldman Sachs
24
Goldman Sachs
New York
$159M -$3.79M -40,626 -2%
EIP
25
Epoch Investment Partners
New York
$146M -$4.37M -46,942 -3%

WEC Hedge Fund Activity: Q3 2020 in Review

908 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2020, worth a combined $22.5B — up 11% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new WEC positions and 72 closed out — a net gain of 12 holders — while 280 added to existing stakes and 332 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $329M. The largest seller was Millennium Management, cutting an estimated $51M.

  • 908 institutional investors held WEC Energy (WEC) as of Q3 2020, up from 904 in Q2 2020.
  • Funds reported $22.5B of WEC Energy stock for Q3 2020, up 11% quarter-over-quarter.
  • 84 funds opened new WEC Energy positions in Q3 2020 and 72 closed out, a net change of +12 holders.
  • The largest WEC Energy buyer in Q3 2020 was Magellan Asset Management, an estimated $329M added.
  • The largest WEC Energy seller in Q3 2020 was Millennium Management, an estimated $51M sold.

Based on aggregated 13F filings for Q3 2020.